0001860698-23-000004.txt : 20230927 0001860698-23-000004.hdr.sgml : 20230927 20230927091735 ACCESSION NUMBER: 0001860698-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230927 DATE AS OF CHANGE: 20230927 EFFECTIVENESS DATE: 20230927 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CEERA INVESTMENTS, LLC CENTRAL INDEX KEY: 0001860698 IRS NUMBER: 202643460 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-21168 FILM NUMBER: 231282123 BUSINESS ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 BUSINESS PHONE: 7133646770 MAIL ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001860698 XXXXXXXX 03-31-2023 03-31-2023 true 1 RESTATEMENT CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 7132569649 Rajesh Chelapurath Houston TX 09-27-2023 0 71 156729171 false INFORMATION TABLE 2 ceera13f20230331.xml ABBVIE INC COM 00287Y109 1466841 9204 SH SOLE 1466841 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 4312290 11190 SH SOLE 4312290 0 0 ALPHABET INC CAP STK CL A 02079K305 5506611 53086 SH SOLE 5506611 0 0 AMAZON COM INC COM 023135106 730777 7075 SH SOLE 730777 0 0 AMERICAN EXPRESS CO COM 025816109 3459991 20976 SH SOLE 3459991 0 0 APPLE INC COM 037833100 7721937 46828 SH SOLE 7721937 0 0 ATLASSIAN CORPORATION CL A 049468101 4328033 25285 SH SOLE 4328033 0 0 BLOCK H & R INC COM 093671105 766652 21749 SH SOLE 766652 0 0 CME GROUP INC COM 12572Q105 4257107 22228 SH SOLE 4257107 0 0 CS DISCO INC COM 126327105 806893 121520 SH SOLE 806893 0 0 CVENT HOLDING CORP COMMON STOCK 126677103 481327 57575 SH SOLE 481327 0 0 CAMPBELL SOUP CO COM 134429109 729585 13270 SH SOLE 729585 0 0 CARDINAL HEALTH INC COM 14149Y108 1413964 18728 SH SOLE 1413964 0 0 CHURCH & DWIGHT CO INC COM 171340102 763862 8640 SH SOLE 763862 0 0 COSTCO WHSL CORP NEW COM 22160K105 3220711 6482 SH SOLE 3220711 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 4231040 30825 SH SOLE 4231040 0 0 DISNEY WALT CO COM 254687106 1984677 19821 SH SOLE 1984677 0 0 DOCEBO INC COM 25609L105 442640 10865 SH SOLE 442640 0 0 DOCUSIGN INC COM 256163106 3487040 59812 SH SOLE 3487040 0 0 DOW INC COM 260557103 1745030 31832 SH SOLE 1745030 0 0 DROPBOX INC CL A 26210C104 3948979 182654 SH SOLE 3948979 0 0 EXXON MOBIL CORP COM 30231G102 339178 3093 SH SOLE 339178 0 0 META PLATFORMS INC CL A 30303M102 5853359 27618 SH SOLE 5853359 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 181027 13080 SH SOLE 181027 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 206976 14080 SH SOLE 206976 0 0 GENERAL MLS INC COM 370334104 593178 6941 SH SOLE 593178 0 0 HUBSPOT INC COM 443573100 788900 1840 SH SOLE 788900 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1508584 11508 SH SOLE 1508584 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 272149 848 SH SOLE 272149 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 713001 5444 SH SOLE 713001 0 0 ISHARES TR CORE S&P500 ETF 464287200 464931 1131 SH SOLE 464931 0 0 ISHARES TR U.S. TECH ETF 464287721 250123 2695 SH SOLE 250123 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 257747 3810 SH SOLE 257747 0 0 MSC INDL DIRECT INC CL A 553530106 296100 3525 SH SOLE 296100 0 0 MARRIOTT INTL INC NEW CL A 571903202 205059 1235 SH SOLE 205059 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3170752 8725 SH SOLE 3170752 0 0 MCKESSON CORP COM 58155Q103 3810803 10703 SH SOLE 3810803 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1222335 23652 SH SOLE 1222335 0 0 MORNINGSTAR INC COM 617700109 2551275 12566 SH SOLE 2551275 0 0 NUTANIX INC CL A 67059N108 476527 18335 SH SOLE 476527 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 229541 4656 SH SOLE 229541 0 0 PALO ALTO NETWORKS INC COM 697435105 249675 1250 SH SOLE 249675 0 0 PAYCHEX INC COM 704326107 3367800 29390 SH SOLE 3367800 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 616567 69590 SH SOLE 616567 0 0 PAYPAL HLDGS INC COM 70450Y103 4995789 65786 SH SOLE 4995789 0 0 PFIZER INC COM 717081103 1416698 34723 SH SOLE 1416698 0 0 QUALCOMM INC COM 747525103 294072 2305 SH SOLE 294072 0 0 QUALTRICS INTL INC COM CL A 747601201 659799 37005 SH SOLE 659799 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 676436 10075 SH SOLE 676436 0 0 S&P GLOBAL INC COM 78409V104 2127576 6171 SH SOLE 2127576 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 359530 11815 SH SOLE 359530 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2204874 24013 SH SOLE 2204874 0 0 SALESFORCE INC COM 79466L302 6074910 30408 SH SOLE 6074910 0 0 SENTINELONE INC CL A 81730H109 3775561 230780 SH SOLE 3775561 0 0 SHOPIFY INC CL A 82509L107 413243 8620 SH SOLE 413243 0 0 SPRINKLR INC CL A 85208T107 1462082 112815 SH SOLE 1462082 0 0 STARBUCKS CORP COM 855244109 3826105 36744 SH SOLE 3826105 0 0 SUMO LOGIC INC COM 86646P103 826560 68995 SH SOLE 826560 0 0 3M CO COM 88579Y101 1523464 14494 SH SOLE 1523464 0 0 TRADEWEB MKTS INC CL A 892672106 3955425 50056 SH SOLE 3955425 0 0 UNILEVER PLC SPON ADR NEW 904767704 1794441 34555 SH SOLE 1794441 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 22497256 304717 SH SOLE 22497256 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 266671 1378 SH SOLE 266671 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 275925 1738 SH SOLE 275925 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 234096 1695 SH SOLE 234096 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1831391 52961 SH SOLE 1831391 0 0 WHIRLPOOL CORP COM 963320106 911730 6906 SH SOLE 911730 0 0 WORKDAY INC CL A 98138H101 4031867 19521 SH SOLE 4031867 0 0 YELP INC CL A 985817105 3608693 117547 SH SOLE 3608693 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2196149 29742 SH SOLE 2196149 0 0 ELASTIC N V ORD SHS N14506104 1057254 18260 SH SOLE 1057254 0 0